Xavier E. Diaz

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 01/2024 → 06/2024
  Dcu
  Worcester, MA
• 01/2023 → 01/2024
  New England Distribution
  Salem, NH
• 01/2024 → 01/2024
  Charter
  Worcester, MA
• 01/2024 → 01/2024
  F And P Realty Trust
  Worcester, MA
• 01/2020 → 01/2023
  Css
  Boston, MA
• 10/2018 → 04/2021
  Old Trafford Inc
  Boston, MA
• 01/2019 → 01/2020
  Allied Universal
  Boston, MA
• 01/2017 → 01/2019
  Qcc
  Worcester, MA
• 01/2016 → 01/2017
  Davis Company
  Worcester, MA

Other Businesses

OBA-120225|OrgNmn:NESS SECURITY |Org Addr:SMITHFIELD,Rhode Isla,US|OBA Nature:EVENTS SECURITY |Invst Rel:N|Title:Security officer|Duties:Protecting people, property, by enforcing rules and responding to emergencies |StrtDt:|TotHrs/mon:70|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-03-02
• S63 Uniform Securities Agent State Law Examination
  2024-10-17

Other Names

• Xavier E Diaz
• Xavier Diaz